Operations Manager
1 day ago
Location: Connaught Place, Delhi, India
Company: Apricus Wealth Investment Managers LLP
Are you passionate about finance and operational excellence? Join Apricus Wealth, a SEBI Registered PMS and Investment Adviser committed to delivering personalized wealth management solutions for high-net-worth individuals.
What You'll Do
Client Data Management: Maintain portfolios, prepare reports, and ensure confidentiality.
Client Onboarding: Handle KYC, account opening, and compliance processes.
Operational Excellence: Manage trade allocations, fund accounting, settlements, and more.
Collaboration: Coordinate with custodians, bankers, brokers, and portfolio managers.
What We're Looking For
Qualifications:
Bachelor's/Master's degree in Finance (preferred but not mandatory).
1–3 years of experience in PMS, Investment Advisory, or similar roles.
Skills:
Proficiency in MS Excel, Google Sheets, and PowerPoint.
Familiarity with AI tools like ChatGPT/Gemini.
Knowledge of wealth products (Mutual Funds, PMS, AIF, Bonds, etc.).
Soft Skills:
Attention to detail and analytical thinking.
Strong communication and interpersonal skills.
Ability to multitask and prioritize effectively.
Why Join Us?
Be part of an innovative wealth management firm.
Grow professionally in a collaborative environment.
Enjoy a flexible and merit-driven workplace.
Competitive salary.
Ready to Shape the Future of Wealth Management?
Send your cover letter and resume to
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